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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $95,453-47.6% | $112,040-55.3% | $82,448-39.3% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.5%-14.7pp | 68.1%-6.3pp |
| Annual return | 50.54% | 23.92%+26.6pp | 24.52%+26.0pp | 41.64%+8.9pp |
| Employer contribution / active EE | $2,310 | $2,318-0.3% | $2,954-21.8% | $2,551-9.4% |
| Participant deferral / active EE | $3,525 | $4,224-16.5% | $5,098-30.8% | $4,139-14.8% |
| Admin fee / account holder | $5,381 | $9,013-40.3% | $12,098-55.5% | $7,234-25.6% |